Climate change and the transition to net zero is an increasingly important theme for investors. Aegon AM explore how climate change can be incorporated within portfolios, including fixed income.
Kunjal Gala, Head of Global Emerging Markets, Federated Hermes Limited, outlines the key factors that could drive market returns for EM equity investors in the year ahead
Fallen angels are a sweet spot in fixed income that merit a strategic high-yield allocation. Lombard Odier Investment Managers' active approach optimises value by avoiding falling knives.
Prioritising bottom-up analysis of sustainability in the listed infrastructure space can support a dual objective of compelling excess returns alongside positive sustainability outcomes. And a targeted allocation may further support this.